Organized and dedicated Mortgage Assistant with 2+ year of proven track record of providing exceptional customer service in fast-paced environments. Well-versed in loan products and customer engagement strategies.
Overview
2
2
years of professional experience
Work History
Mortgage Assistant
Remax Millennium
10.2023 - Current
Expertise in reviewing and negotiating new loan applications, ensuring alignment with bank policies and regulatory guidelines.
Regularly reviews loan portfolios to ensure profitability and security, effectively reducing overall risk exposure by 15% through proactive management of delinquencies and non-performing loans.
Proven track record of assessing loan risks, preparing comprehensive submissions for approval, and issuing commitment letters to clients upon loan facility approval.
Provide clear and accurate information about eligibility criteria, application processes, required documentation & program timeline
Administrative Assistant
Scotiabank
04.2023 - 09.2023
Prepared account opening documentation and ensured compliance with regulatory requirements.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Scheduled and conducted portfolio reviews, preparing necessary materials, correspondence, and reports for client meetings
Customer Service Representative
Scotiabank
06.2022 - 04.2023
Processing daily client transactions, including deposits, withdrawals, money transfers, and loan payments.
Generating weekly customer activity reports, which increased visibility of customer experience insights by 10%.
Assisting customers with account-related inquiries, including account openings, changes, and closures.
Processing an average of over 100 daily customer transactions with 100% accuracy in compliance with bank regulations
Human Resources Intern
Randstad Canada
03.2022 - 05.2022
Full-cycle recruiter proficiently handles all aspects of the recruitment process, including sourcing, screening, and interviewing
Answered phone and performed clerical duties to assist human resources department.
Created and updated tracking spreadsheets using MS Excel.
Create and post openings onto the company website, social media, and other job platforms to generate interest from candidates
Operated and maintained applicant tracking system and candidate management systems SAP.
Education
Post Graduation - Human Resource Management
George Brown College
Toronto, ON
Post Graduation - Project Management
Algonquin College
Mississauga
Bachelor of Business Administration And Management -
Delhi College Of Arts And Commerce
Delhi, India
Skills
Document Review
Credit analysis
Risk Assessment
Underwriting knowledge
Relationship-building
Attention to detail
Analytical skills
Customer Service/ CRM Software
Problem-Solving
Timeline
Mortgage Assistant
Remax Millennium
10.2023 - Current
Administrative Assistant
Scotiabank
04.2023 - 09.2023
Customer Service Representative
Scotiabank
06.2022 - 04.2023
Human Resources Intern
Randstad Canada
03.2022 - 05.2022
Post Graduation - Human Resource Management
George Brown College
Post Graduation - Project Management
Algonquin College
Bachelor of Business Administration And Management -
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